Boron One Holdings Inc V.BONE

MD&A Posted Nov 22

[DoYourOwnDiggin]

I suggest you look closely for new entries specific to the PEA timelines that were not posted in the previous MD&A. 

Not investment advice.  

We continue to wait.... January 2022 is in close sight.

DYOD

[iamlickzy]

Assuming the 90 day timeline is met (January 4, 2022), are the results made public immediately or are there layers of bureaucracy it needs to go through before it becomes official? Newbie over here, input appreciated. How exciting would it be to find out the deposit value is double, triple or even more of earlier expectations? Going to be a great year ahead.  GLTA. thank you DYOD

[UterReborn]

My advice is to temper any expectations of x2, x3,++ increase in deposit size. They have only done infill drilling recently (last 5+ years?!?). This may increase grades, but doubtfully add more than ~5% to total deposit size. Once Temas starts drilling outside the known deposit, then you could see some meaningful increase. Maybe a double in Piskanja (based on a few step-out holes), but who knows

[tmp251000]

There have been a few step out holes .... show continuation of barate beds ...but not nearly fully investigated...concentrating on bringing existing deposit to mining stage ...hence most work tageted to current infill drilling.................there is definitely room for pleasant surprises .... after we get to mine planing ( third step where govt and balkan sit down to do nitty gritty of mine

[tmp251000]

I need a keyboarding course.................  :-)

[Lanagold19]

They must be thinking the numbers will be a lot better otherwise why do it.. 

[UterReborn]

I can think of a few reasons for the report, primarily to give the market more  confidence in the deposit.  • show better continuity within the lenses • potential to move more of the deposit to indicated or measured • better define extraction plans, etc. The most recent drilling did identify a few unknown beds, however I don't recall any that were more than a few meters in thickness

[Myrty1]

All good points friends. To me will be to get a better valuation on the thing. A new more accurate price of boron will help crank up the present value. Considering the deal with Temas and previous suitor was based on roughly 1% (or less) of, I believe the term is "in situ" $ amount. 1% of $3.1B. I think we can do better than that with this report.  Also an objective 3rd party

[DoYourOwnDiggin]

Always good to see you on the board UR.

[UterReborn]

This is EXACTLY why EV/Temas is doing the PEA. https://m.youtube.com/watch?v=T-m3puuAf-c

[gordo323]

UterReborn It won't open . Can you try another way ? thanks

[JM8648]

gordo323, It's old video, I'm sure you have seen it.

[gordo323]

ok thanks